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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.37% | | 5-Year Average Return: | 5.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.32% | |
Worst 1-Yr Total Return (2008): | -15.63% | |
Best 3-Yr Total Return (2004-6): | 8.23% | |
Worst 3-Yr Total Return (2006-8): | -1.83% |
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| 1-Year: | 6.62% | | 3-Year: | 2.25% | | 5-Year: | 4.58% | | 10-Year: | 6.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDIAX | Category | Diff | Index* | Diff | | Year To Date | 25.37 | 24.90 | 0.47 | 6.24 | 19.13 | | 1-Month | 0.81 | 1.05 | -0.24 | 0.49 | 0.32 | | 3-Month | 6.13 | 6.22 | -0.09 | 2.60 | 3.53 | | 1-Year | 27.83 | 27.17 | 0.66 | 13.79 | 14.04 | | 3-Year | 3.77 | 4.15 | -0.38 | 6.35 | -2.58 | | 5-Year | 5.40 | 4.90 | 0.5 | 5.05 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.77 | 23.09 | 1.68 | 7.06 | 17.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.10 | 4.14 | -2.04 | 7.94 | -5.84 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.63 | -15.41 | -0.22 | | 2007 | | | 3.91 | 4.45 | -0.54 | | 2006 | | | 7.92 | 6.90 | 1.02 | | 2005 | | | 4.57 | 2.12 | 2.45 | | 2004 | | | 12.32 | 8.38 | 3.94 | | 2003 | | | 20.41 | 16.18 | 4.23 | | 2002 | | | 6.06 | 6.76 | -0.70 | | 2001 | | | 6.36 | 4.22 | 2.14 | | 2000 | | | 3.14 | 1.73 | 1.41 | | 1999 | | | 1.45 | 2.89 | -1.44 |
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| PAST QUARTERLY RETURNS (%) FOR
SDIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.01 | 12.19 | 9.74 | N/A | | 2008 | -0.12 | -0.06 | -6.10 | -9.99 | | 2007 | 1.45 | -0.18 | 1.53 | 1.06 | | 2006 | 1.32 | -0.71 | 4.23 | 2.93 | | 2005 | -0.84 | 2.77 | 1.83 | 0.77 | | 2004 | 2.16 | -1.70 | 4.81 | 6.72 | | 2003 | 4.21 | 7.93 | 2.27 | 4.69 | | 2002 | 1.21 | -0.92 | 0.40 | 5.35 | | 2001 | 3.22 | -0.27 | -0.07 | 3.40 | | 2000 | 1.18 | 0.10 | 2.74 | -0.88 | | 1999 | N/A | N/A | N/A | 2.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 105 | 245 | 42.86 | | 1-Month | 93 | 266 | 34.96 | | 3-Month | 75 | 259 | 28.96 | | 6-Month | 104 | 254 | 40.94 | | 1-Year | 72 | 229 | 31.44 | | 3-Year | 76 | 164 | 46.34 | | 5-Year | 40 | 132 | 30.30 |
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0.22% Nasdaq 
0.01 (0.30%) 
Performance
